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JFS Wealth Advisors’s Walmart Inc WMT Stock Holding History

JFS Wealth Advisors’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.46M Sell
30,535
-746
-2% -$92.6K 0.17% 78
2026
Q1 		$3.89M Sell
31,281
-1,356
-4% -$166K 0.22% 75
2025
Q4 		$3.64M Sell
32,637
-543
-2% -$58.3K 0.2% 72
2025
Q3 		$3.42M Buy
33,180
+1,458
+5% +$145K 0.2% 74
2025
Q2 		$3.1M Sell
31,722
-424
-1% -$40.4K 0.2% 73
2025
Q1 		$2.82M Sell
32,146
-2,816
-8% -$264K 0.19% 72
2024
Q4 		$3.16M Hold
34,962
– – 0.22% 67
2024
Q3 		$2.82M Buy
34,962
+21,238
+155% +$1.56M 0.19% 76
2024
Q2 		$929K Sell
13,724
-328
-2% -$20.7K 0.07% 115
2024
Q1 		$846K Buy
14,052
+297
+2% +$17K 0.07% 125
2023
Q4 		$723K Sell
13,755
-477
-3% -$25.2K 0.06% 125
2023
Q3 		$759K Sell
14,232
-30
-0.2% -$1.6K 0.07% 124
2023
Q2 		$747K Sell
14,262
-354
-2% -$17.9K 0.07% 126
2023
Q1 		$718K Sell
14,616
-279
-2% -$13.2K 0.07% 130
2022
Q4 		$704K Buy
14,895
+267
+2% +$12.7K 0.07% 133
2022
Q3 		$632K Buy
14,628
+966
+7% +$42.3K 0.07% 133
2022
Q2 		$554K Sell
13,662
-207
-1% -$9.55K 0.06% 138
2022
Q1 		$689K Sell
13,869
-447
-3% -$21K 0.07% 138
2021
Q4 		$690K Buy
14,316
+1,701
+13% +$81.2K 0.07% 138
2021
Q3 		$586K Buy
12,615
+1,509
+14% +$72.7K 0.06% 141
2021
Q2 		$522K Hold
11,106
– – 0.08% 116
2021
Q1 		$503K Sell
11,106
-303
-3% -$14K 0.1% 100
2020
Q4 		$548K Sell
11,409
-60
-0.5% -$2.91K 0.12% 90
2020
Q3 		$535K Sell
11,469
-1,740
-13% -$77.4K 0.13% 89
2020
Q2 		$527K Hold
13,209
– – 0.14% 90
2020
Q1 		$500K Sell
13,209
-15,030
-53% -$578K 0.15% 82
2019
Q4 		$1.12M Buy
28,239
+138
+0.5% +$5.48K 0.28% 69
2019
Q3 		$1.11M Sell
28,101
-504
-2% -$19K 0.28% 69
2019
Q2 		$1.05M Hold
28,605
– – 0.27% 69
2019
Q1 		$930K Sell
28,605
-300
-1% -$9.73K 0.24% 73
2018
Q4 		$897K Sell
28,905
-3,315
-10% -$106K 0.24% 71
2018
Q3 		$1.01M Buy
32,220
+3
+0% +$92 0.26% 64
2018
Q2 		$920K Buy
32,217
+1,098
+4% +$31.2K 0.24% 65
2018
Q1 		$923K Sell
31,119
-879
-3% -$28.3K 0.24% 66
2017
Q4 		$1.05M Buy
31,998
+615
+2% +$18.8K 0.26% 65
2017
Q3 		$817K Sell
31,383
-435
-1% -$11.4K 0.21% 68
2017
Q2 		$803K Sell
31,818
-5,688
-15% -$144K 0.22% 66
2017
Q1 		$864K Hold
37,506
– – 0.23% 73
2016
Q4 		$864K Sell
37,506
-6,087
-14% -$142K 0.23% 73
2016
Q3 		$1.05M Sell
43,593
-6,501
-13% -$158K 0.3% 66
2016
Q2 		$1.22M Buy
50,094
+11,823
+31% +$274K 0.34% 63
2016
Q1 		$874K Sell
38,271
-783
-2% -$17.2K 0.26% 65
2015
Q4 		$798K Buy
39,054
+23,637
+153% +$474K 0.23% 71
2015
Q3 		$333K Buy
+15,417
New +$354K 0.15% 78
2014
Q2 		– Sell
-31,923
Closed -$813K – 490
2014
Q1 		$813K Sell
31,923
-6,618
-17% -$166K 0.45% 40
2013
Q4 		$1.01M Buy
38,541
+2,844
+8% +$73.4K 0.44% 40
2013
Q3 		$880K Buy
35,697
+2,544
+8% +$64.1K 0.41% 45
2013
Q2 		$823K Buy
+33,153
New +$850K 0.41% 45

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JFS Wealth Advisors's WMT Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Walmart Inc (WMT) stake by 2.4% in Q2 2026, selling an estimated $92.6K and leaving 30,535 shares worth $3.46M. The position accounts for 0.17% of the portfolio, ranked #78.

JFS Wealth Advisors first reported a position in WMT in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.89M in Q1 2026. 2,003 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • JFS Wealth Advisors held 30,535 shares of Walmart Inc worth $3.46M as of Q2 2026.
  • JFS Wealth Advisors sold 746 Walmart Inc shares in Q2 2026, an estimated $92.6K.
  • Walmart Inc made up 0.17% of JFS Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • JFS Wealth Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 48 quarters since.
  • JFS Wealth Advisors's Walmart Inc position peaked at $3.89M in Q1 2026.
  • 2,003 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.